Chris Tart-Roberts, who recently joined the firm from Macfarlanes to build out a financial services tech solutions team, discusses legal tech’s fit with the industry and demonstrating value to clients ...

As AI, cloud, and other technology investments soar, organizations have to make investment decisions with increased speed and clarity. Practices like FinOps, IT financial management (ITFM), and ...

Advisors spend a lot of time selecting and managing their technology tools to deliver for their clients. But clients don't hire advisors for their tech; they hire them for their financial expertise — ...

In an industry defined by complexity, skepticism, and constant regulatory change, Theogony Financial has built its reputation on something simple: trust. For nearly three decades, founder and CEO ...